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2023-06-16

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港股收评：恒生科技涨3.59%，权重科技股普涨，电力股逆势走低

2022-01-22

今天感觉好几只股跌破52周最低了

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17:04","market":"us","language":"zh","title":"港股收评：恒生科技涨3.59%，权重科技股普涨，电力股逆势走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2343292579","media":"格隆汇","summary":"三大指数齐涨","content":"<html><body><p><span>港股</span><b>三大指数齐涨</b><span>，恒生科技指数涨3.59%表现最佳，恒指、国指分别上涨2.17%和2.98%，恒指大涨420点有望重回2万关口。</span></p><p><img src=\"https://img3.gelonghui.com/a728f-5b2cc6b0-f5f2-4584-a061-3dddfb78ea96.png\"/></p><p><b>盘面上</b>，权重科技股走俏。<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、美团涨超7%，<a href=\"https://laohu8.com/S/JD\">京东</a>、阿里、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%；汽车股普遍上涨，造车新势力表现抢眼；运动服饰618预售表现亮眼，体育用品股走强，<a href=\"https://laohu8.com/S/02331\">李宁</a>领涨；医药外包概念股涨幅靠前。<a href=\"https://laohu8.com/S/300759\">康龙化成</a>、<a href=\"https://laohu8.com/S/603259\">药明康德</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>涨超7%；光伏股、锂电池股、手游股、餐饮股齐涨。</p><p>另一方面，中字头大基建股下跌，<a href=\"https://laohu8.com/S/601186\">中国铁建</a>、<a href=\"https://laohu8.com/S/601618\">中国中冶</a>跌超2%；市场关注煤价下行空间及托底措施，电力股逆势走低，<a href=\"https://laohu8.com/S/600011\">华能国际</a>、<a href=\"https://laohu8.com/S/600027\">华电国际</a>跌超3%；石化股、钢铁股、中医药股表现低迷。</p><p><b>具体来看：</b></p><p>受美联储暂停加息消息影响，<b>权重科技股走俏</b>。哔哩哔哩、美团涨超7%，京东、阿里、百度涨超4%，快手、腾讯等跟涨。</p><p><img src=\"https://img3.gelonghui.com/93519-25bb9321-f24f-4944-998e-c06bb4de3cd4.png\"/></p><p><b>汽车股普遍上涨</b>，造车新势力表现抢眼。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、小鹏汽车涨超4%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>、吉利汽车等跟涨。</p><p><img src=\"https://img3.gelonghui.com/6f3b4-50a20b73-1981-4124-be88-62865e7dd04b.png\"/></p><p>消息面，今年6月份以来，全国多地再次掀起了购车补贴潮。此外，中国汽车工业协会发布2023年5月汽车产销情况。2023年5月，乘用车产销分别完成201.1万辆和205.1万辆，环比分别增长13.1%和13.3%，同比分别增长18.2%和26.4%。5月汽车产销环比、同比均实现增长，其中新能源汽车产销延续快速增长态势，汽车出口贡献显著。</p><p><b>锂电池板块走高</b>。中创新航、<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>涨超4%，天齐锂业、天能动力等跟涨。</p><p><img src=\"https://img3.gelonghui.com/aeb6c-5be64870-9ce6-456b-a23b-1adf6699a50c.png\"/></p><p>兴证期货发布研报称，新能源汽车、动力锂电池的需求提振各类正极材料厂商生产积极性，短期需求端将主导碳酸锂的价格走势。预计近期碳酸锂价格震荡偏强，或将回升至35-40万元/吨区间并维持震荡。</p><p><b>光伏太阳能股表现活跃。</b><a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>涨超14%，<a href=\"https://laohu8.com/S/00712\">卡姆丹克太阳能</a>、信义光能、协鑫科技、新特能源、阳光能源等跟涨。</p><p><img src=\"https://img3.gelonghui.com/02ad6-41ef2680-3716-402d-b8a0-e1e749cedf8e.png\"/></p><p>消息面上，6月14日，全国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>光伏产业发展交流会在云南省昆明市召开。工信部电子信息司副司长杨旭东在会上指出，下一步要形成有效市场和有为政府合力，利用中央及地方相关渠道，推动智能光伏资源集约化整合协同。另一方面，硅业分会最新数据显示，本周硅料市场继续扩大跌幅，基本跌至成本线附近，部分企业已经亏损停产。</p><p><b>体育用品股走强。</b>李宁领涨，涨幅超8%，安踏体育、特步国际等涨超5%，<a href=\"https://laohu8.com/S/01361\">361度</a>、<a href=\"https://laohu8.com/S/03998\">波司登</a>等跟涨。</p><p><img src=\"https://img3.gelonghui.com/a4bac-3afffc3e-8674-4365-9193-0706a446c4ee.png\"/></p><p><a href=\"https://laohu8.com/S/002736\">国信证券</a>指出，随着疫后复苏，社交、健身和户外场景放开，今年服装在消费大类中展现强α属性，运动服饰618预售表现亮眼。天猫2023年618第一波（5月31日-6月3日）相关榜单显示，在运动户外品牌人气榜中，李宁、Nike、安踏分别位列前三，进入前十的还有361°、特步等。</p><p><b>医药外包概念股涨幅靠前。</b>康龙化成、药明康德、药明生物涨超7%，泰格医药、<a href=\"https://laohu8.com/S/002821\">凯莱英</a>、昭衍新药等跟涨。</p><p><img src=\"https://img3.gelonghui.com/4650a-3f978f7f-5434-4301-bb56-51bbe1f65e14.png\"/></p><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>最新观点表示，AI制药正在给行业带来新变化，相较于传统药物研发环节，AI制药可显著缩短研发周期（部分研究显示可平均缩短1/2～2/3），同时提高药物研发成功率和投资回报率。当前来看CT影像、CDSS等领域为当前应用走向成熟期的领域; 智慧病案、药物研发、基因检测等属于刚度过萌芽期，正快速发展的阶段。</p><p><b>电力股逆势走低。</b>华能国际、华电国际跌超3%，<a href=\"https://laohu8.com/S/00836\">华润电力</a>跟跌。</p><p><img src=\"https://img3.gelonghui.com/2e69c-0e0c759e-c9ec-4ed7-a35d-d4a684995d23.png\"/></p><p>消息面上，国家能源局发布了5月份全社会用电量等数据。统计数据显示，5月份，全社会用电量7222亿千瓦时，同比增长7.4%。国家统计局数据显示，5月份，发电6886亿千瓦时，同比增长5.6%，增速比4月份回落0.5个百分点；1-5月份，发电34216亿千瓦时，同比增长3.9%。<a href=\"https://laohu8.com/S/601377\">兴业证券</a>分析师蔡屹表示，火电板块近期调整，主要因为煤炭价格调整至长协价上限，达到部分投资煤价调整预期；煤价跌落过快，担心会有托底措施。</p><p><b>个股方面：</b></p><p>今日<a href=\"https://laohu8.com/S/601865\">福莱特</a>玻璃尾盘拉涨至14.08%，报27.15港元，创10个月新高价，成交额3.81亿港元，总市值582.88亿港元。</p><p><img src=\"https://img3.gelonghui.com/2aa2b-279f0aab-92b6-449a-b754-8cf977c0b54c.png\"/></p><p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>指出，5月组件需求受上游跌价影响，低于预期，但光伏玻璃价格依旧坚挺，显示出当前光伏玻璃供需相对平衡，同时也意味着行业供需天平已悄然发生变化。预计下半年在硅料价格筑底和双玻渗透率提高的共同推动下，光伏玻璃需求有望继续向上，而供给相对有限，或在三四季度看到光伏玻璃供给紧张，行业或迎来价格上涨。成本下降叠加售价上涨，光伏玻璃行业全年盈利有望逐季度向上。</p><p>今日，<b>南下资金</b>净流入-44.91亿港元。其中，港股通（沪）净流入-22.88亿港元，港股通（深）净流入-22.03亿港元。</p><p><img src=\"https://img3.gelonghui.com/f0bda-bde12b7b-e839-4528-9d04-278211b44a89.png\"/></p><p><b>展望后市，</b><a href=\"https://laohu8.com/S/600837\">海通证券</a>认为，对国内经济复苏和对海外流动性宽松的敏感性是港股弹性的主要来源，未来港股有望看到这两大积极因素的出现，催化港股的上涨行情。从基本面看，A股和港股盈利的回升基本同步，与国内经济的复苏密切相关。近期部分经济指标走弱，但下半年库存周期见底有利于经济更加稳健地复苏，并且推动企业盈利上行。从资金面看，美联储如期宣布暂停加息，止步此前的连续十次加息纪录。暂停加息对海外资金风险偏好的压制减弱，流动性有望释放。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股收评：恒生科技涨3.59%，权重科技股普涨，电力股逆势走低</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股收评：恒生科技涨3.59%，权重科技股普涨，电力股逆势走低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-15 17:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/614453><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股三大指数齐涨，恒生科技指数涨3.59%表现最佳，恒指、国指分别上涨2.17%和2.98%，恒指大涨420点有望重回2万关口。盘面上，权重科技股走俏。哔哩哔哩、美团涨超7%，京东、阿里、百度涨超4%；汽车股普遍上涨，造车新势力表现抢眼；运动服饰618预售表现亮眼，体育用品股走强，李宁领涨；医药外包概念股涨幅靠前。康龙化成、药明康德、药明生物涨超7%；光伏股、锂电池股、手游股、餐饮股齐涨。另一方面...</p>\n\n<a href=\"https://www.gelonghui.com/p/614453\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/442f4-225f5f62-62e8-4a54-8c80-004f29e3b51c.png","relate_stocks":{"513600":"恒生指数ETF","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","HSI":"恒生指数","HSTECH":"恒生科技指数","02833":"恒指ETF"},"source_url":"https://www.gelonghui.com/p/614453","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2343292579","content_text":"港股三大指数齐涨，恒生科技指数涨3.59%表现最佳，恒指、国指分别上涨2.17%和2.98%，恒指大涨420点有望重回2万关口。盘面上，权重科技股走俏。哔哩哔哩、美团涨超7%，京东、阿里、百度涨超4%；汽车股普遍上涨，造车新势力表现抢眼；运动服饰618预售表现亮眼，体育用品股走强，李宁领涨；医药外包概念股涨幅靠前。康龙化成、药明康德、药明生物涨超7%；光伏股、锂电池股、手游股、餐饮股齐涨。另一方面，中字头大基建股下跌，中国铁建、中国中冶跌超2%；市场关注煤价下行空间及托底措施，电力股逆势走低，华能国际、华电国际跌超3%；石化股、钢铁股、中医药股表现低迷。具体来看：受美联储暂停加息消息影响，权重科技股走俏。哔哩哔哩、美团涨超7%，京东、阿里、百度涨超4%，快手、腾讯等跟涨。汽车股普遍上涨，造车新势力表现抢眼。理想汽车、小鹏汽车涨超4%，比亚迪股份、长城汽车、吉利汽车等跟涨。消息面，今年6月份以来，全国多地再次掀起了购车补贴潮。此外，中国汽车工业协会发布2023年5月汽车产销情况。2023年5月，乘用车产销分别完成201.1万辆和205.1万辆，环比分别增长13.1%和13.3%，同比分别增长18.2%和26.4%。5月汽车产销环比、同比均实现增长，其中新能源汽车产销延续快速增长态势，汽车出口贡献显著。锂电池板块走高。中创新航、赣锋锂业涨超4%，天齐锂业、天能动力等跟涨。兴证期货发布研报称，新能源汽车、动力锂电池的需求提振各类正极材料厂商生产积极性，短期需求端将主导碳酸锂的价格走势。预计近期碳酸锂价格震荡偏强，或将回升至35-40万元/吨区间并维持震荡。光伏太阳能股表现活跃。福莱特玻璃涨超14%，卡姆丹克太阳能、信义光能、协鑫科技、新特能源、阳光能源等跟涨。消息面上，6月14日，全国智能光伏产业发展交流会在云南省昆明市召开。工信部电子信息司副司长杨旭东在会上指出，下一步要形成有效市场和有为政府合力，利用中央及地方相关渠道，推动智能光伏资源集约化整合协同。另一方面，硅业分会最新数据显示，本周硅料市场继续扩大跌幅，基本跌至成本线附近，部分企业已经亏损停产。体育用品股走强。李宁领涨，涨幅超8%，安踏体育、特步国际等涨超5%，361度、波司登等跟涨。国信证券指出，随着疫后复苏，社交、健身和户外场景放开，今年服装在消费大类中展现强α属性，运动服饰618预售表现亮眼。天猫2023年618第一波（5月31日-6月3日）相关榜单显示，在运动户外品牌人气榜中，李宁、Nike、安踏分别位列前三，进入前十的还有361°、特步等。医药外包概念股涨幅靠前。康龙化成、药明康德、药明生物涨超7%，泰格医药、凯莱英、昭衍新药等跟涨。东吴证券最新观点表示，AI制药正在给行业带来新变化，相较于传统药物研发环节，AI制药可显著缩短研发周期（部分研究显示可平均缩短1/2～2/3），同时提高药物研发成功率和投资回报率。当前来看CT影像、CDSS等领域为当前应用走向成熟期的领域; 智慧病案、药物研发、基因检测等属于刚度过萌芽期，正快速发展的阶段。电力股逆势走低。华能国际、华电国际跌超3%，华润电力跟跌。消息面上，国家能源局发布了5月份全社会用电量等数据。统计数据显示，5月份，全社会用电量7222亿千瓦时，同比增长7.4%。国家统计局数据显示，5月份，发电6886亿千瓦时，同比增长5.6%，增速比4月份回落0.5个百分点；1-5月份，发电34216亿千瓦时，同比增长3.9%。兴业证券分析师蔡屹表示，火电板块近期调整，主要因为煤炭价格调整至长协价上限，达到部分投资煤价调整预期；煤价跌落过快，担心会有托底措施。个股方面：今日福莱特玻璃尾盘拉涨至14.08%，报27.15港元，创10个月新高价，成交额3.81亿港元，总市值582.88亿港元。国泰君安指出，5月组件需求受上游跌价影响，低于预期，但光伏玻璃价格依旧坚挺，显示出当前光伏玻璃供需相对平衡，同时也意味着行业供需天平已悄然发生变化。预计下半年在硅料价格筑底和双玻渗透率提高的共同推动下，光伏玻璃需求有望继续向上，而供给相对有限，或在三四季度看到光伏玻璃供给紧张，行业或迎来价格上涨。成本下降叠加售价上涨，光伏玻璃行业全年盈利有望逐季度向上。今日，南下资金净流入-44.91亿港元。其中，港股通（沪）净流入-22.88亿港元，港股通（深）净流入-22.03亿港元。展望后市，海通证券认为，对国内经济复苏和对海外流动性宽松的敏感性是港股弹性的主要来源，未来港股有望看到这两大积极因素的出现，催化港股的上涨行情。从基本面看，A股和港股盈利的回升基本同步，与国内经济的复苏密切相关。近期部分经济指标走弱，但下半年库存周期见底有利于经济更加稳健地复苏，并且推动企业盈利上行。从资金面看，美联储如期宣布暂停加息，止步此前的连续十次加息纪录。暂停加息对海外资金风险偏好的压制减弱，流动性有望释放。","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630689272,"gmtCreate":1642815106271,"gmtModify":1642815106271,"author":{"id":"3574577994514081","authorId":"3574577994514081","name":"九日燕子","avatar":"https://static.tigerbbs.com/7ca680bee3eca72db04dd5b7917db329","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天感觉好几只股跌破52周最低了","listText":"今天感觉好几只股跌破52周最低了","text":"今天感觉好几只股跌破52周最低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630689272","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}